CRM & salesAI teammates for Attio
Keep contact context current between sales conversations.
Your Mate
Your result
The request
Add call notes to the relevant contact record
Result and follow-up
Review the work with your Mate.
More work to hand off
- List open deals that need a follow-up
- Fill missing company details from public sources
Give your agents a job.
Your Mate
Sets up the task and cadence.
Specialist Mate
Does the recurring work.
You
Set the goals. Review the results.
How approvals work
In Safe mode, your Mate can use connected Attio tools without asking each time. Payments, refunds, and other financial actions still need your approval.
Connecting Attio
- Connection
- Sign in with your account
- Setup
- About 10 minutes
HubSpot
Salesforce
LinkedIn
Slack